Investment Specialist jobs in Nevada

ENROLLED AGENT (EA)

Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need, from custodial accounts and safekeeping of assets, to family trusts, wealth management and investment options. Headquartered in Reno, Nevada, DTC was chartered in 1999. The firm also has executive offices in Las Vegas, Nevada and Loveland, Colorado.

DTC is looking to hire an Enrolled Agent (EA) Tax Specialist who will manage and coordinate trust tax filings for clients and be responsible for handling a broad range of administrative responsibilities within the tax department.

Must be willing to work onsite in our Reno office; this is not a work-from-home opportunity.

Essential Functions: (Primary responsibilities)

• Work with internal trust operations team and external CPAs to coordinate preparation of tax filings for trust clients;
• Ensure all deadlines are met in a timely manner;
• Serve as point of contact for any tax-related matters and inquiries;
• Review and follow-up on tax-related correspondence and related phone calls from IRS, CPAs, clients, and officers;
• Ensure all records are accurate and up-to-date;
• Perform other tasks as requested.

Education Required:

• High School diploma required. Associate or Bachelor Degree in accounting, bookkeeping or tax related field or equivalent industry experience preferred.

Experience Required:

• Enrolled Agent (EA) designaton required;
• 1-3 years’ experience in a business environment, preferably in a CPA / Tax office;
• Experience working with taxes and related filing requirements;
• Working knowledge of Microsoft Office software mainly in Excel, Word and Outlook;
• Salesforce or other CRM experience preferred.

Special Skills Required:

• Knowledge of tax documents and filing requirements;
• Understanding of Sharefile or similar secure mailing software;
• Strong written and oral communication skills;
• Ability to maintain positive working relationships with staff, internally and externally;
• Impeccable record-keeping, organizational, and time management skills;
• Ability to work independently and take initiative.

Salary commensurate with experience:  $22 to $30 per hour

Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits.

Health & Welfare

Medical, Dental & Vision (choices vary by state)
Life and AD&D Insurance (company paid)
Short-Term & Long-Term Disability (company paid)
Long-Term Care Insurance (company paid)
Flexible Spending Plans (Medical and Dependent Care)
Employee Assistance Plan (company paid)
Domestic Partner benefits
Aflac

Other Great Benefits!

401(k) Plan with generous company match
Employee Stock Purchase Plan
Paid Time Off (PTO) and Holiday benefits
Company-Sponsored Events